Re: How To Use Data Visualizer Add-In For Excel
Savage Doherty
1 The add-in requires you to sign in with your Microsoft 365 work or school account to use the features described in the table above. If you choose not to sign in, you can still create the diagram with the add-in. But the View, Print, Share, and Edit abilities are only available when you're signed in.
Some organizations choose to disable add-ins to have greater control over what users install on their systems. This is done by an Microsoft 365 administrator. Often when an admin has disabled add-ins, an alternative "centralized deployment" system for add-ins can or will be set up. You can ask your administrator to do this. Your administrator can get help from the two links below.
Yes. The Data Visualizer add-in uses an online service to generate your diagrams. The data you enter in the add-in is sent via a secure protocol to the service in the Microsoft cloud, a diagram is generated by the service, then the diagram is sent back to your computer. None of your data is saved in the Microsoft cloud. So you need to be connected to the internet to generate your diagram, but Microsoft doesn't save that data. If you end up saving the diagram in your OneDrive, that diagram is privately controlled by you.
Without signing in, you can use the add-in to create a diagram in Excel and save the workbook. But if you want to share the diagram as a Visio file or edit the diagram in Visio, you'll have to sign in with the work or school account associated with your Microsoft 365 subscription.
The Data Visualizer add-in doesn't support personal Microsoft 365 accounts (hotmail, outlook.com, etc.). See The Data Visualizer add-in is designed for Microsoft 365 work and school accounts for details.
In some versions of Microsoft Edge, the sign-in process for using the add-in is currently not working. You can get around this problem by upgrading to a new version of Microsoft Edge or using a different supported browser (such as Google Chrome or Mozilla Firefox).
Select Open in Web from the ellipses (...) in the add-in header. This will open in the diagram in Visio for the web. Select the Share button to create a link or to enter the email addresses of those you want to share with. All Microsoft 365 users will be able to view the diagram in their favorite browser.
Alternatively, if you want to share both the data and the diagram, share the Excel workbook that contains the diagram with others. To share it, attach the workbook to an email message, or save it in OneDrive and then use the Share button to send a link. See Share OneDrive files for more details.
Visio for the web lets you quickly make basic edits to a diagram right in a web browser. If you want to augment the diagram in advanced ways, such as using custom shapes in the diagram, using two-way synchronization between the data and the diagram, or applying data graphics to your diagram, then you'll need to use the Visio desktop app.
The add-in allows you to create a Visio diagram without ever opening Visio. You use a table of a data in Excel to describe what the diagram should look like, then the diagram is drawn for you right on your Excel worksheet.
But if you have a subscription to Visio or if you own the Visio desktop app, you may also work further with the diagram in Visio. To do that, simply select Edit on the toolbar at the top of the add-in drawing canvas. At that point, a Visio .vsdx file containing the diagram will be saved to your OneDrive account, and the file will be opened in Visio. After that, you can do basic editing and share the file with others (in Visio for the web), or you can do full editing plus sharing with others (in the Visio desktop app).
The specific version of Excel that has this problem is from the Microsoft 365 Current Channel release in June 2019. Newer versions are available. To work around this problem, update to a newer release. See Install Office updates for details on how to do that.
Create high-quality Visio flowcharts, cross-functional flowcharts and organization charts from your Excel data with the Visio Data Visualizer Add-in. Choose a sample diagram, modify the linked data, and Refresh the add-in to see your data visualized into a polished Visio diagram in Excel. The add-in uses Office (Visio) Online to create the visualization.
Are you tired of manually creating data visualizations in Excel? Look no further. With the Visio Data Visualizer add-in, you can easily turn your data into impactful and interactive diagrams. Say goodbye to tedious chart-making and hello to simplified data analysis. Learn how to add this game-changing tool in just a few clicks.
The Visio Data Visualizer Add-in is a useful tool that enables users to create diagrams directly in Excel that are linked to their data. With this add-in, users can easily present complex data in a more visually appealing and understandable way. It allows for the creation of various types of diagrams, including flowcharts and organizational charts, based on the data in their Excel spreadsheets.
The Visio Data Visualizer Add-in for Excel offers a seamless and efficient way to transform Excel data into Visio process flows, enhancing visualization and communication of complex information.
For a seamless experience, please make sure that your Excel version is compatible with the Visio Data Visualizer add-in and that you have a stable internet connection throughout the installation process.
Once, a client urgently needed to present updated sales figures. With the real-time data refresh feature, they were able to effortlessly update the diagrams to showcase the latest sales data, impressing the entire boardroom with their agility and accuracy.
While Visio Data Visualizer Add-in for Excel is a popular tool for creating data visualizations, it may not be the best fit for everyone. Luckily, there are alternative options available that can also help you create stunning visual representations of your data. In this section, we will discuss three alternatives to the Visio Data Visualizer Add-in: Excel SmartArt, Power BI, and Lucidchart. Each of these options offers its own unique set of features and benefits, and we will explore them in more detail to help you determine which may be the best fit for your needs.
Until now, the integration of Visio and Excel with the two Process Map templates in Excel or three Excel templates in Visio have been limited to basic and cross-functional flow charts. In both cases, it is necessary to have licences for both Excel and Visio to create and maintain the diagrams.
The key feature is that flow charts can be easily created from Excel tables with some specific requirements, such as a column with a unique identifier, and a column that specifies the predecessor or successor unique identifiers. There is a column to specify the shape type (master name) to be used, the text to be applied, and, in the case of cross-functional flowcharts, the swimlane or stage to place the shapes in.
The Visio Data Visualizer includes Basic and Cross-Functional Flowcharts, but has added Organization Charts to the list! Simply go to the Microsoft store with the Insert / Add-Ins / Get Add-Ins button, and enter Visualizer as a search string. Then Add the Microsoft Visio Data Visualizer add-in to your Excel environment, trusting it if prompted. You can use the add-in on any blank worksheet tab, but it is advised to first save the Excel workbook to a OneDrive for Business or a SharePoint Online folder before using it because the add-in will automatically save the new Visio document there. You will be prompted with three types of Visio diagrams to create.
Microsoft Visio has had an organizational chart feature for over 20 years, and is used by many companies, and it has a few issues, including not being able to update any hierarchy changes without having to completely re-draw. This new Visio Data Visualizer add-in for Excel, however, can automatically change the structure of the diagram to match the data. This applies to all of the diagram types, not just Org Charts. When a diagram type is selected, a Visio control is added to the Excel worksheet along with a sample source table that is used to generate the diagram.
You can add extra columns to the table, and they will be added as data rows to each shape, but they will not be displayed on the shapes, unless the Visio document is edited in Visio for Desktop or opened with the Visio for Web in reading view.
The Source table option selects the current source of the data, which can then be manipulated, if desired. For example, the above organization chart is based on the Table2 table. This can, of course, be edited be adding extra columns or rows. It can also be replaced with a PowerQuery that comes from another data source, and, if the name, eg Table2, is re-applied before the Refresh command is pressed, then the Visio diagram will be updated with the new data.
If you do have a Visio Plan 2 license, then you can editthe Visio document in Visio for Desktop to update the masters ofthe shapes to provide more text and hyperlinks, for example.
I have always thought that using Excel as a data source for Data Visualizer to be a tremendous feature because it allows the Visio developers to spend more time on visualising the data better. In addition, the PowerQuery skills are directly transferable to Power BI. Just one look at the number of data sources available, in Data / Get Data, to generate Visio diagrams from is staggering. These would be read-only diagrams, but if they are automatically updated, then their usefulness is boundless.
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